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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,328 | $90,617+35.0% | $79,476+53.9% | $135,382-9.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.33% | 977.57%-984.9pp | 718.21%-725.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $9,532 | $3,068+210.7% | $2,800+240.4% | $4,779+99.5% |
| Participant deferral / active EE | $7,584 | $4,050+87.2% | $3,704+104.8% | $5,609+35.2% |
| Admin fee / account holder | $5,464 | $5,907-7.5% | $5,113+6.9% | $10,829-49.5% |